Workflows prompt staff through each task, automatically showing the correct screen required to process the task for each step in the process – our clients love this feature.

Workflows ensure every SMSF activity is processed in the same way and makes sure all the necessary steps have been completed. If a step in a process is skipped, the system records this so that the team member can come back to it later.

Not only do workflows drive user behaviour to ensure consistency and accuracy, but they also capture data on the status of each job. Business owners and managers can access and analyse this invaluable data to make sure you have the information to more effectively manage your practice’s SMSF business.

It’s important to consider your particular circumstances and read the relevant Financial Services Guide (including the Terms and Conditions) before deciding what’s right for you. This information hasn’t taken your circumstances into account. When you are considering the information on this page, if you are the trustee or prospective trustee of an SMSF, then ‘you' and ‘your’ means the trustee(s) of the SMSF. As a trustee, you are ultimately responsible for your SMSF, including the investment decisions that you make for your SMSF. If you need assistance, please seek a financial adviser. Consider our Financial Services Guides (including Terms and Conditions) for information about our services, fees, and the remuneration and other benefits that SuperConcepts companies and their representatives may receive in relation to products and services provided to you.